leo: extract claims from 2026-04-24-form-energy-ldes-nuclear-competition-ai-demand

- Source: inbox/queue/2026-04-24-form-energy-ldes-nuclear-competition-ai-demand.md
- Domain: energy
- Claims: 0, Entities: 1
- Enrichments: 2
- Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5)

Pentagon-Agent: Leo <PIPELINE>

entities/energy/form-energy.md

@@ -0,0 +1,34 @@
+# Form Energy
+
+**Type:** Company  
+**Domain:** Energy  
+**Status:** Early commercial deployment (2026)  
+**Technology:** Iron-air battery for long-duration energy storage (LDES)
+
+## Overview
+
+Form Energy develops iron-air battery technology for long-duration energy storage using reversible rusting (iron oxidation/reduction) with air as the oxidant. The technology targets 100-hour continuous discharge duration at ~$20/kWh system cost, significantly lower than lithium-ion batteries at $150-300/kWh.
+
+## Technology
+
+- **Chemistry:** Reversible rusting (iron oxidation/reduction) using air as oxidant
+- **Duration:** 100-hour continuous discharge (vs. 4-8 hours for lithium-ion)
+- **System cost target:** ~$20/kWh capacity cost
+- **Materials:** Iron, air, water (abundant, low-cost)
+- **Advantages:** Lower fire risk, less degradation over time compared to lithium-ion
+- **Competitive threshold:** Must fall below $20/kWh to economically displace nuclear/gas baseload
+
+## Market Position
+
+Form Energy is ahead of LDES peers including Quidnet Energy, Noon Energy, and Ore Energy, all of which remain at early stages. The company competes with peaker plants (gas turbines, pumped hydro) for multiday storage on the grid rather than with baseload nuclear for 24/7 firm power.
+
+## Timeline
+
+- **2026-Q1** — 1.5 MW proof-of-concept system deployed in California
+- **2026** — 15 MW system deployed for Georgia Power
+- **2026** — Two 10 MW systems deployed for Xcel Energy
+- **2026** — 300 MW / 30 GWh deployment announced for Xcel Energy + Google, largest LDES project to date
+
+## Sources
+
+- latitudemedia.com, utilitydive.com, cleantechnica.com (2026-04-24)

entities/energy/terrapower-natrium.md

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+# TerraPower Natrium
+
+**Type:** Advanced nuclear reactor design (sodium-cooled fast reactor with molten salt thermal storage)
+**Founded:** TerraPower founded 2006; Natrium concept formalized 2019-2020
+**Status:** Under construction (Kemmerer, Wyoming demonstration plant)
+**Key Innovation:** Decoupling reactor power production from grid power demand via molten salt thermal energy storage
+
+## Overview
+
+TerraPower's Natrium reactor is a 345 MW sodium-cooled fast reactor paired with a molten salt thermal energy storage system that enables variable grid output from 100 MW to 500 MW without adjusting reactor power. The design explicitly borrows equipment and operational practices from the concentrated solar power (CSP) industry.
+
+## Technical Architecture
+
+- **Reactor:** 345 MW thermal, constant operation
+- **Primary loop:** Liquid sodium heat transfer
+- **Secondary loop:** Non-radioactive molten salt (thermal storage)
+- **Grid output range:** 100 MW to 500 MW
+- **Surge duration:** 5.5 hours at 500 MW peak
+- **Storage technology:** Inherited from CSP industry solar thermal facilities
+
+## Design Intent
+
+The molten salt storage system was designed for renewable grid integration — to complement intermittent solar and wind generation by providing dispatchable firm power. The reactor runs at constant full power (optimal for sodium-cooled fast reactors) while the storage system buffers grid demand variability.
+
+The AI datacenter commercial fit emerged retroactively (2022-2024) when AI operators discovered that the same thermal storage physics that buffers solar intermittency also accommodates AI training cycle surges.
+
+## Timeline
+
+- **2006** — TerraPower founded
+- **2019-2020** — Natrium concept formalized
+- **October 2020** — Selected for DOE Advanced Reactor Demonstration Program (ARDP); $80M initial funding, $2B authorized through 50/50 cost-sharing
+- **2024** — NextEra partnership announced for AI datacenter deployment
+- **2026** — Kemmerer, Wyoming demonstration plant under construction
+
+## Commercial Partnerships
+
+- NextEra Energy (AI datacenter deployment partnership)
+- Meta, Google, Microsoft (AI datacenter power purchase interest)
+
+## Sources
+
+- TerraPower documentation: https://www.terrapower.com/exploring-the-natrium-energy-storage-system/
+- DOE ARDP selection announcement, October 2020
+- NRC filings and technical documentation

inbox/archive/energy/2026-04-24-form-energy-ldes-nuclear-competition-ai-demand.md

@@ -7,9 +7,12 @@ date: 2026-04-24
 domain: energy
 secondary_domains: []
 format: analysis
-status: unprocessed
+status: processed
+processed_by: leo
+processed_date: 2026-04-24
 priority: medium
 tags: [LDES, long-duration-energy-storage, Form-Energy, iron-air-battery, nuclear-competition, AI-demand, grid-storage]
+extraction_model: "anthropic/claude-sonnet-4.5"
 ---
 
 ## Content

inbox/archive/energy/2026-04-24-natrium-csp-heritage-ai-load-following-convergence.md

@@ -7,9 +7,12 @@ date: 2026-04-24
 domain: energy
 secondary_domains: []
 format: analysis
-status: unprocessed
+status: processed
+processed_by: leo
+processed_date: 2026-04-24
 priority: medium
 tags: [nuclear, Natrium, TerraPower, molten-salt-storage, CSP, concentrated-solar-power, AI-datacenter, load-following, design-history]
+extraction_model: "anthropic/claude-sonnet-4.5"
 ---
 
 ## Content